G.W. BERKHEIMER CO., INC. 401(k) Plan
What public Form 5500 filings show about the G.W. BERKHEIMER CO., INC. 401(k) plan — and how to find and check your own account.
The G.W. BERKHEIMER CO., INC. 401(k) on its latest Form 5500
G.W. BERKHEIMER CO., INC. (EIN 35-0823544) reports G.W. BERKHEIMER CO., INC. 401(K) PLAN on its most recent Form 5500, with $52.8M in plan assets across 357 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full G.W. BERKHEIMER CO., INC. filing — schedules, fees, and providers.
Who runs the G.W. BERKHEIMER CO., INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your G.W. BERKHEIMER CO., INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): M A DILTS & ASSOCIATES, UNITED HEALTHCARE SERVICES.
How to check your G.W. BERKHEIMER CO., INC. 401(k)
- Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
- Ask G.W. BERKHEIMER CO., INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).